B. Metzler seel. Sohn & Co. AG raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 12.6% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 94,229 shares of the wireless technology company's stock after acquiring an additional 10,538 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in Qualcomm were worth $17,413,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Your Advocates Ltd. LLP purchased a new position in shares of Qualcomm in the 1st quarter valued at approximately $26,000. Caitong International Asset Management Co. Ltd raised its holdings in Qualcomm by 17,000.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company's stock worth $29,000 after purchasing an additional 170 shares in the last quarter. Birchwood Financial Partners Inc. purchased a new position in Qualcomm during the fourth quarter valued at $31,000. Commonwealth Retirement Investments LLC purchased a new position in Qualcomm during the fourth quarter valued at $32,000. Finally, ABS Investment Management LLC bought a new stake in shares of Qualcomm during the 2nd quarter valued at $34,000. Hedge funds and other institutional investors own 74.35% of the company's stock.
Analyst Upgrades and Downgrades
QCOM has been the topic of a number of recent research reports. Susquehanna reduced their target price on shares of Qualcomm from $190.00 to $160.00 and set a "neutral" rating on the stock in a research report on Thursday, July 30th. DZ Bank raised shares of Qualcomm from a "hold" rating to a "buy" rating and set a $265.00 price target for the company in a research report on Friday, June 26th. TD Cowen dropped their price objective on shares of Qualcomm from $225.00 to $175.00 and set a "buy" rating on the stock in a research note on Thursday, July 30th. Lake Street Capital cut shares of Qualcomm to a "hold" rating in a report on Thursday, June 25th. Finally, Monness Crespi & Hardt raised shares of Qualcomm to a "buy" rating in a research note on Thursday, June 25th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twenty have issued a Hold rating and two have issued a Sell rating to the company's stock. Based on data from MarketBeat, Qualcomm presently has an average rating of "Hold" and an average price target of $203.76.
Get Our Latest Research Report on QCOM
Qualcomm Trading Up 2.0%
Shares of NASDAQ:QCOM opened at $169.96 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.02 and a quick ratio of 1.28. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $259.92. The company has a market cap of $178.50 billion, a P/E ratio of 19.67, a PEG ratio of 3.47 and a beta of 1.67. The stock's fifty day moving average price is $170.19 and its 200-day moving average price is $169.46.
Qualcomm (NASDAQ:QCOM - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The business had revenue of $9.95 billion during the quarter, compared to the consensus estimate of $9.69 billion. During the same quarter in the previous year, the business posted $2.77 earnings per share. Qualcomm's quarterly revenue was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Sell-side analysts expect that Qualcomm Incorporated will post 7.74 earnings per share for the current year.
Qualcomm Dividend Announcement
The business also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, September 3rd will be paid a $0.92 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.2%. Qualcomm's payout ratio is currently 42.59%.
Insider Transactions at Qualcomm
In related news, CAO Patricia Y. Grech sold 208 shares of the firm's stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $170.00, for a total value of $35,360.00. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $147.04, for a total transaction of $470,528.00. Following the completion of the sale, the executive vice president directly owned 36,535 shares of the company's stock, valued at approximately $5,372,106.40. This trade represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,533 shares of company stock worth $1,961,219 over the last three months. 0.05% of the stock is currently owned by company insiders.
More Qualcomm News
Here are the key news stories impacting Qualcomm this week:
- Positive Sentiment: Qualcomm unveiled Adreno Neural Fusion, an AI-powered graphics technology designed to improve image quality and gaming performance on mobile devices. The feature is expected to debut with the next-generation Snapdragon 8 Elite platform, giving Qualcomm a potential competitive advantage in premium mobile gaming. Qualcomm Unveils Adreno Neural Fusion To Supercharge Mobile Gaming The next Snapdragon flagship chip is getting Qualcomm's take on DLSS
- Positive Sentiment: Qualcomm is expanding its AI-PC presence through a partnership with HUMAIN. HUMAIN’s Horizon Ultra computer will use Qualcomm’s Snapdragon X2 Elite platform, supporting the company’s strategy to diversify beyond smartphones and gain additional exposure to AI-enabled PCs. Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?
- Positive Sentiment: Qualcomm’s quarterly dividend of $0.92 per share remains a supporting factor for income-oriented investors, representing a $3.68 annualized payout and an approximately 2.2% yield. Qualcomm dividend and analyst coverage
- Neutral Sentiment: Analysts see long-term potential in Qualcomm’s automotive and data-center AI businesses, but the stock faces a “Hold” consensus as smartphone demand, Apple-related revenue pressure and gradual revenue contraction offset diversification efforts. Recent earnings also showed revenue growth above estimates but earnings per share slightly below consensus, with revenue down year over year. Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check
- Negative Sentiment: Semiconductor stocks came under pressure as a global bond selloff pushed long-term yields higher, prompting investors to reassess higher-multiple technology shares. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields
- Negative Sentiment: Nvidia’s $3.5 billion investment in rival MediaTek and planned collaboration on AI chips, PCs and automotive products could intensify competitive pressure on Qualcomm in several of its targeted growth markets. Nvidia deal lifts MediaTek shares
- Neutral Sentiment: Qualcomm Chief Accounting Officer Patricia Grech sold 208 shares for $35,360 under a pre-arranged Rule 10b5-1 plan. The small, scheduled transaction is unlikely to materially change the investment outlook. Qualcomm CAO stock sale
About Qualcomm
(
Free Report)
Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.
The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.
Further Reading
Want to see what other hedge funds are holding QCOM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Qualcomm Incorporated (NASDAQ:QCOM - Free Report).
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